Ghp Investment Advisors, Inc. Ishares Tresg Screened S&P Sma Transaction History

Ghp Investment Advisors, Inc.

$2.05 Billion
Q1 2025

A detailed history of Ghp Investment Advisors, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 545 shares of XJR stock, worth $20,824. This represents 0.0% of its overall portfolio holdings.

Number of Shares

545

Previous 545 -0.0%

Holding current value

$20,824

Previous $22,000 9.09%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$40.62 - $45.4 $243 - $272	6 Added 1.11%	545 $22,000
Q3 2024 Oct 24, 2024	BUY	$37.45 - $42.19 $112 - $126	3 Added 0.56%	539 $22,000
Q2 2024 Aug 08, 2024	BUY	$36.08 - $39.37 $72 - $78	2 Added 0.37%	536 $20,000
Q3 2023 Oct 17, 2023	BUY	$32.6 - $36.92 $65 - $73	2 Added 0.38%	534 $17,000
Q2 2023 Aug 14, 2023	BUY	$31.98 - $35.12 $63 - $70	2 Added 0.38%	532 $18,000
Q1 2023 Apr 21, 2023	BUY	$32.42 - $37.84 $64 - $75	2 Added 0.38%	530 $17,000
Q4 2022 Feb 16, 2023	BUY	$31.29 - $35.81 $4,505 - $5,156	144 Added 37.5%	528 $17,000
Q2 2022 Aug 11, 2022	BUY	$30.93 - $38.19 $30 - $38	1 Added 0.26%	384 $12,000
Q1 2022 Apr 28, 2022	BUY	$36.17 - $41.34 $13,853 - $15,833	383 New	383 $15,000

Others Institutions Holding XJR

# of Institutions

Shares Held

793K

Call Options Held

Put Options Held

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About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
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Ghp Investment Advisors, Inc. Ishares Tresg Screened S&P Sma Transaction History